BWA
NDAQ icon

BDO Wealth Advisors’s Nasdaq NDAQ Stock Holding History

BDO Wealth Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$2.24K Hold
45
– – ﹤0.01% 843
2023
Q1 		$2.46K Hold
45
– – ﹤0.01% 887
2022
Q4 		$2.76K Hold
45
– – ﹤0.01% 831
2022
Q3 		$3K Hold
45
– – ﹤0.01% 887
2022
Q2 		$2K Hold
45
– – ﹤0.01% 908
2022
Q1 		$3K Hold
45
– – ﹤0.01% 893
2021
Q4 		$3K Buy
+45
New +$3.06K ﹤0.01% 905

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BDO Wealth Advisors's NDAQ Position: Q2 2023 in Review

BDO Wealth Advisors held its Nasdaq (NDAQ) position steady in Q2 2023 at 45 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

BDO Wealth Advisors first reported a position in NDAQ in Q4 2021 and has held it in 7 quarters since. The position peaked at $3K in Q3 2022. 694 funds tracked by Wall St. Rank hold NDAQ as of Q2 2023.

  • BDO Wealth Advisors held 45 shares of Nasdaq worth $2.24K as of Q2 2023.
  • BDO Wealth Advisors left its Nasdaq share count unchanged in Q2 2023.
  • Nasdaq made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #843 holding.
  • BDO Wealth Advisors first reported a position in Nasdaq in Q4 2021 and has held it in 7 quarters since.
  • BDO Wealth Advisors's Nasdaq position peaked at $3K in Q3 2022.
  • 694 funds tracked by Wall St. Rank held Nasdaq as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.